Martin Guy McGrath
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000456973
- Location
- Erina NSW 2250
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 7 March 2016
- First provided advice
- 2008
- Qualifications
- Bachelor of Management, The University of Newcastle (2008); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Master of Applied Finance (Financial Planning Major), Kaplan Higher Education Pty Ltd (2012); Graduate Diploma of Chartered Accounting (GradDipCA), The Institute of Chartered Accountants Australia (2013); Certified Financial Planner, Financial Planning Association of Australia (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Martin Guy McGrath
Martin Guy McGrath is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000456973.
Martin provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 7 March 2016.
The register records 2008 as the year Martin first provided financial advice. Qualifications and training on file include Bachelor of Management (The University of Newcastle, 2008), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010) and Master of Applied Finance (Financial Planning Major) (Kaplan Higher Education Pty Ltd, 2012). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Martin Guy McGrath a registered financial adviser?
Yes. Martin Guy McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000456973.
Which licensee does Martin Guy McGrath work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Martin Guy McGrath give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.